Preparing for Tax Season (presented by the Small Broker Forum) [NVAR Headquarters]

August 28, 2019

8407 Pennell St
Fairfax, VA

Office: Fairfax

Type of Event: Event

event class image

How often do you hear the phrase, “That's just always how we've done it?" Many brokers have been running their businesses successfully for years, but it never hurts to take a step back and analyze practices and protocols, especially when it comes to preparing for tax season. You’d be surprised what you might be able to improve by making just a few simple, yet strategic, changes.

How is your business structured? Are you prepared for growth by adding partners or other agents? Are you taking advantage of deductions the tax code allows? In this seminar, Heath Chavis, CPA will be discussing these topics and more to help you analyze what you can do to prepare for tax season. 

Topics will include:

•Entity structure - Pros and cons of different structures and how they relate to taxes

•Recordkeeping - What is deductible and what is not; potential technologies that could be used

•Business Analytics - How to record transactions to provide useful analytics right from accounting software

•Types of retirement plans and what may be best for different organizations

 Thank you to our partner:
BB&T Updated Logo 2019

small broker forum logo